Emily Jade Patlan Lara

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2017 → 07/2024
  Edward Jones
  St. Louis, MO
• 08/2013 → 01/2018
  Sam's Club
  Lewisville, TX
• 07/2024 → Present
  Edward Jones
  St Louis, MO

Other Businesses

Sam's Club Pharmacy Type: Retail Pharmacy Date: 08/15/13 Title: Pharmacy Technician Trad Hrs: 0 Tot Hrs: 8 Desc: Assisting patients in refilling medications, inputting prescriptions, filling medications, customer service. City-State: Lewisville TX

Exams

• S66 Uniform Combined State Law Examination
  2024-05-22

Other Names

• Emily Jade Chu
• Emily Jade Patlan Lara
• Emily Jade Patlan